Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | iShares MSCI World ETF · URTH cheaper | 88% | 0.24% | BlackRock Fund Advisors |
| 2 | JNL/Mellon World Index Fund cheaper diff. adviser | 85% | 0.30% | Jackson National Asset Management, LLC |
| 3 | AZL MSCI Global Equity Index Fund diff. adviser | 84% | 0.39% | Allianz Investment Management LLC |
| 4 | iShares MSCI Kokusai ETF · TOK cheaper | 84% | 0.25% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 82% | 0.09% | DBX Advisors LLC |
| 6 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 82% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper diff. adviser | 79% | 0.06% | The Vanguard Group, Inc. |
| 8 | AB Global Risk Allocation-Moderate Portfolio diff. adviser | 76% | 0.53% | AllianceBernstein L.P. |
| 9 | The Catholic SRI Growth Portfolio · HCSRX diff. adviser | 75% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 10 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper | 71% | 0.20% | BlackRock Fund Advisors |
| 11 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 71% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 12 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 68% | 0.09% | SSGA Funds Management, Inc. |
| 13 | EQ/AB Dynamic Growth Portfolio diff. adviser | 63% | 0.90% | Equitable Investment Management Group, LLC |
| 14 | iShares Total U.S. Stock Market Index Fund cheaper diff. adviser | 63% | 0.02% | BlackRock Advisors, LLC |
| 15 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper | 63% | 0.03% | BlackRock Fund Advisors |
| 16 | Large Cap Index Master Portfolio | 63% | — | BlackRock Fund Advisors |
| 17 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper diff. adviser | 63% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 18 | FT Wilshire 5000 Index Fund · WFIVX, WINDX diff. adviser | 63% | 0.33% | Wilshire Advisors LLC |
| 19 | JNL/Mellon U.S. Stock Market Index Fund cheaper diff. adviser | 63% | 0.31% | Jackson National Asset Management, LLC |
| 20 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 63% | 0.05% | Charles Schwab Investment Management, Inc. |
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